Nicholas

100 posts

Nicholas

Nicholas

@timewalkcapital

hedge fund manager

New York City, NY Katılım Haziran 2023
74 Takip Edilen2 Takipçiler
Nicholas
Nicholas@timewalkcapital·
If you've ever seen Bernanke or Yellen speak--and they are paid eye-watering sums per speech--you'd know they have no inside baseball to give. They are intelligent people who give their own opinions, but the idea that Kevin Warsh is tipping off geriatric Druck so he can pump a bit more money out of the market is very misguided. Famously, some of these consultants have been totally wrong about what would happen when they do give opinions! The world is filled with grift and insider trading. But this isn't really a good example of that.
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Okram
Okram@markozmaj2·
@timewalkcapital @EpsilonTheory I think he was expressing disappointment that Druck (considered a GOAT) is resorting to Bernanke-Citadel deal. None of that should be allowed.
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Ben Hunt
Ben Hunt@EpsilonTheory·
Druck paid Kevin Warsh $10 million in "consulting fees" last year? LOOOL. Nothing matters. "After leaving the Fed, he joined the investment firm of billionaire Stanley Druckenmiller, where he earned more than $10 million in consulting fees last year." wsj.com/finance/invest…
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Nicholas
Nicholas@timewalkcapital·
@holy_schnitt they're calling it the worst take the world has ever seen
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ellie schnitt
ellie schnitt@holy_schnitt·
genuinely what is zohran mamdani’s plan to bring back the street cabana things outside of restaurants because it is 80 degrees and i’m just filled with rage at the loss of so much outdoor dining
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Nicholas
Nicholas@timewalkcapital·
@Alexfeinberg Everyone has a boss, even if you’re self employed. Mark zuckerberg and Ken griffin have bosses.
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Alex Feinberg
Alex Feinberg@Alexfeinberg·
Could not be stated more truthfully Even though I made “good money” as a W2 wagie in my early 30s, it felt like I had a baby sitter It felt emasculating. Frankly I’d rather work for myself for half the money Fortunately I figured out how to do better then that
Murray Hill Guy@MurrayHillGuy1

The most important struggle facing any guy entering his thirties and working a white collar wagie job is the ceaseless fight against the crushing of your soul and the hollowing out of your zest for life

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Nicholas
Nicholas@timewalkcapital·
This is true of the median left wing Twitter user. I think the average person in ten years will be fine with UBI. The new tech of the last decade—short for video, reality tv, sports gambling, social media, legal weed—will do the trick. But there will be a lot of deaths of despair along the way as the main source of meaning and structure left in American life (a job) is stripped away.
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yung macro 宏观年少传奇
yung macro 宏观年少传奇@apralky·
“UBI” is obviously nowhere near the panacea many of you seem to think it is. The median left-leaning Westerner isn’t angry at Elon Musk because he can buy a million times more groceries than them. They aren’t upset with Palantir because Peter Thiel can afford to eat a thousand burgers to their one. This whole thing is in large part post-material. It’s the hierarchy & subordination they’re uncomfortable with. They feel their dignity is being trampled and their autonomy progressively diminished – rightly or wrongly they feel politically disenfranchised and stripped of a say over the future. Offering a guaranteed food budget and a pod to spend the night in return for further disempowerment is incredibly tone-deaf and should be expected to provoke more, not less, outrage.
keysmashbandit@keysmashbandit

Actually this is correct and I'd go further. Beyond PR, the moral move is for big labs to start heavily investing in UBI lobbyists, thinktanks, whatever, to mitigate the risk of economic upheaval. A better world is possible!

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Pablo Steak
Pablo Steak@CaptainSteak·
@zeta_globin What are respectable masters degrees? Top MBAs, top MFAs, financial engineering. Can’t think of any others.
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Nicholas
Nicholas@timewalkcapital·
Everyone loves my replies but hates my tweets. Always the bridesmaid, never the bride...
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Nicholas
Nicholas@timewalkcapital·
@abjectbaby Old people in America, a famously poor group
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Nicholas
Nicholas@timewalkcapital·
@maxdubler Well sure it makes it more expensive, but people like the west village architecturally, and a lot of new yorkers benefit from hanging out there. Would we really be better off if we built a bunch of pencil skyscrapers instead of the beautiful brownstones on West 11th?
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Max Dubler 🏳️‍🌈
Max Dubler 🏳️‍🌈@maxdubler·
Manhattan's West Village is the poster child for how historically preserving the buildings in high-demand neighborhoods eventually displaces all but the richest people. Case in point: a mansion created from two adjacent townhomes will sell for more than SEVENTY MILLION DOLLARS.
Max Dubler 🏳️‍🌈 tweet media
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Nicholas
Nicholas@timewalkcapital·
@RubenGallego I'd respect him more if he just stuck by his friend. Only a slimeball politician throws out his supposed best friend like that
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Ruben Gallego
Ruben Gallego@RubenGallego·
I support the ethics committee’s investigation and believe Eric Swalwell is no longer fit to be a Member of Congress. He should be expelled from Congress. I want to be clear: I had no knowledge of the allegations of assault, harassment, and predatory behavior against Eric Swalwell. I trusted someone who I believed was a friend, but it is now clear that he is not the person I thought I knew. The women who have come forward have shown courage. They deserve to be believed, to be supported, and to see justice served.
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Nicholas
Nicholas@timewalkcapital·
@WestsideLAGuy The question is, more difficult for who? Hardly anyone in either cohort could replicate the other's success given a life re-do.
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Westside L.A. Guy
Westside L.A. Guy@WestsideLAGuy·
I said this before but will say it again because people don’t get this. Getting into an elite quant firm such as Jane Street or HRT is more difficult than being a 2nd round NFL draft pick. Period. End of discussion.
jay@jay_drainjr

HRT’s 2015 winter internship might be the greatest intern class of all time. 4 of the 10 have gone on to build companies worth over $80B combined Jeff Yan, Hyperliquid ($40B FDV) Alexandr Wang, Scale AI ($29B) Scott Wu, Cognition ($10.2B) Jesse Zhang, Decagon ($4.5B)

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Sam Reich
Sam Reich@samreich·
sometimes you have to read your dad's texts and just move on with your day
Sam Reich tweet media
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Nicholas
Nicholas@timewalkcapital·
California, famously our most progressive state, is about to elect a White Christian hedge fund billionaire governor. Incredible.
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Nicholas
Nicholas@timewalkcapital·
@FICMBondTrader This is why I don’t hire nepos lol. You want someone with iq. The other metrics are inverse correlates
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Fixed Income Guy (top 0.1% on bloomberg)
Fixed Income Guy (top 0.1% on bloomberg)@FICMBondTrader·
I am here to remind you once again The reason why we hire 99% nepos Is because the average person can’t keep up The top 1% dumping millions into their kid pre-graduation Poors don’t stand a chance
Fixed Income Guy (top 0.1% on bloomberg) tweet media
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Nicholas
Nicholas@timewalkcapital·
@Dexerto So he bought one jeskai blink deck?
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Dexerto
Dexerto@Dexerto·
The CEO of failed MMO Ashes of Creation reportedly spent over $40,000 of Kickstarter funds on Magic: The Gathering cards and private chefs
Dexerto tweet mediaDexerto tweet media
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Nicholas
Nicholas@timewalkcapital·
This type of techno optimism drives me crazy. The problem isn’t that palantir isn’t in every telescreen or whatever. The problem is that the government doesn’t care about enforcing laws that benefit the average guy. Your whole thing used to be that Victorian England was safe and pleasant, and it wasn’t because of their technology!
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Nicholas
Nicholas@timewalkcapital·
@justalexoki Cmon, it obviously does generalize to an extent. You need a certain level of mental ability to be a chess grandmaster.
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Crémieux
Crémieux@cremieuxrecueil·
Mental model: If there's a credential with a label attached, the less qualified people with the credential will identify more with the label. Ex: Less accomplished and less capable MDs, PhDs, and Ed.Ds will be more likely to demand you call them "doctor" or list their degrees.
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Keşfet

@EpsilonTheory @holy_schnitt @Alexfeinberg @CaptainSteak @zeta_globin @abjectbaby @maxdubler @RubenGallego